Pinnacle Wealth Management Advisory Group, LLC
Position in TFC — Truist Financial Corp
CIK 1631864
RED BANK, NJ
Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$233,655
+$20,171 QoQ
Shares Held
4,690
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,317
of 1,681 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,257,344 across 16 Banks - Regional names. TFC ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,390 | $3,050,665 | |
| 2 | USB |
US Bancorp \De\
|
12,594 | $760,677 | |
| 3 | UCB |
United Community Banks Inc
|
14,413 | $505,752 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,010 | $505,408 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,968 | $418,177 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,101 | $400,283 | |
| 7 | FBNC |
First Bancorp /Nc/
|
5,795 | $370,474 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
7,977 | $337,506 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,655 | 4,690 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $213,484 | 4,644 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $430,292 | 8,744 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $395,203 | 8,644 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $371,562 | 8,643 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $348,746 | 8,475 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $369,250 | 8,512 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $370,174 | 8,655 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $333,488 | 8,584 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $331,096 | 8,494 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $307,469 | 8,328 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $209,870 | 6,915 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $298,843 | 6,945 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $354,981 | 8,153 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $316,690 | 6,677 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $241,712 | 4,263 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $249,598 | 4,263 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||